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iShares iBonds 2029 Term High Yield and Income ETF

24 hedge funds and large institutions have $14.1M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$3.12M +$2.78M +118,904 +816%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.48M +$1.87M +80,059 +309%
OMC
3
Old Mission Capital
Illinois
$2.01M +$2.01M +86,218 New
FTUS
4
Flow Traders U.S.
New York
$1.27M +$1.27M +54,319 New
WI
5
WrapManager Inc
California
$792K +$169K +7,218 +27%
SPWM
6
Straight Path Wealth Management
Michigan
$702K +$190K +8,129 +37%
Morgan Stanley
7
Morgan Stanley
New York
$647K -$197K -8,437 -23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$524K
Lido Advisors
9
Lido Advisors
California
$517K +$170K +7,265 +49%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$461K +$461K +19,709 New
Bank of America
11
Bank of America
North Carolina
$425K +$300K +12,850 +241%
IWC
12
Integrated Wealth Concepts
Massachusetts
$387K +$387K +16,558 New
BWP
13
BSW Wealth Partners
Colorado
$202K +$202K +8,647 New
MAG
14
M3 Advisory Group
Massachusetts
$200K +$200K +8,558 New
GRP
15
Global Retirement Partners
California
$94.1K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$80.7K +$80.7K +3,453 New
BCPWM
17
Bradley & Co Private Wealth Management
Florida
$58.6K
IA
18
IFP Advisors
Florida
$28.2K +$304 +13 +1%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$21K
UBS Group
20
UBS Group
Switzerland
$18.9K +$1.22K +52 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$9.11K -$34.5K -1,477 -79%
GI
22
GAMMA Investing
California
$7.25K +$7.25K +310 New
HWA
23
HHM Wealth Advisors
Tennessee
$4.04K
NA
24
NewEdge Advisors
Louisiana
$351 +$351 +15 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$140K -6,000 Closed